Massachusetts Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Massachusetts Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.51M	Buy	23,919 +621	+3%	+$95.8K	1.52%	21
2025 Q4	$3.61M	Buy	23,298 +2,214	+11%	+$332K	1.68%	17
2025 Q3	$2.93M	Buy	21,084 +1,240	+6%	+$168K	1.46%	22
2025 Q2	$2.67M	Buy	19,844 +558	+3%	+$75.3K	1.51%	20
2025 Q1	$2.82M	Buy	19,286 +1,505	+8%	+$219K	1.93%	14
2024 Q4	$2.45M	Buy	17,781 +1,358	+8%	+$199K	1.51%	22
2024 Q3	$2.53M	Buy	16,423 +1,387	+9%	+$210K	1.59%	20
2024 Q2	$2.19M	Buy	15,036 +5,835	+63%	+$837K	1.47%	23
2024 Q1	$1.36M	Buy	9,201 +3,458	+60%	+$496K	0.96%	48
2023 Q4	$783K	Buy	5,743 +3,805	+196%	+$495K	0.63%	62
2023 Q3	$249K	Buy	+1,938	New	+$257K	0.23%	81

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Massachusetts Wealth Management's XLV Position: Q1 2026 in Review

Massachusetts Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.7% in Q1 2026, buying an estimated $95.8K and bringing the position to 23,919 shares worth $3.51M. The position accounts for 1.52% of the portfolio, ranked #21.

Massachusetts Wealth Management first reported a position in XLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Massachusetts Wealth Management held 23,919 shares of State Street Health Care Select Sector SPDR ETF worth $3.51M as of Q1 2026.
Massachusetts Wealth Management bought 621 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $95.8K.
State Street Health Care Select Sector SPDR ETF made up 1.52% of Massachusetts Wealth Management's portfolio in Q1 2026, its #21 holding.
Massachusetts Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Massachusetts Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.61M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.